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BALCX vs TAAHX
BALCX vs TAAHX Comparison
Open Charts BALCX vs TAAHX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Transamerica Multi-Managed Balanced R
Price$34.44
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets1.38B
BALCX vs TAAHX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. TAAHX (1.39B). TAAHX pays higher dividends than BALCX: TAAHX (1.35) vs BALCX (1.24). BALCX was incepted earlier than TAAHX: BALCX (24 years) vs TAAHX (3 years). TAAHX (1.32) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. TAAHX (41.00). TAAHX has a lower initial minimum investment than BALCX: TAAHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 6.34 vs. TAAHX (0.94).
| BALCX | TAAHX | BALCX / TAAHX | |
| Total Expense Ratio | 1.31 | 1.21 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 4.397 | 1.573 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 1.39B | 17,545% |
| Annual Yield % from dividends | 1.24 | 1.35 | 92% |
| Returns for 1 year | 6.34 | 0.94 | 672% |
| Returns for 3 years | 20.09 | 14.64 | 137% |
| Returns for 5 years | 30.67 | N/A | - |
| Returns for 10 years | 52.83 | N/A | - |
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